Simplified Permanent Portfolio 2x Leveraged: Rolling Returns

Data Source: from March 2010 to March 2024 (~14 years)
Consolidated Returns as of 31 March 2024

Holding the Simplified Permanent Portfolio 2x Leveraged, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~14 years), the longest period with a negative return lasted 50 months (from September 2019 to October 2023).

This means that every rolling period of 51 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Simplified Permanent Portfolio 2x Leveraged: ETF allocation and returns page.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

SIMPLIFIED PERMANENT PORTFOLIO 2X LEVERAGED
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 March 2010 - 31 March 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.75% +38.51%
Sep 2010 - Aug 2011 		-29.22%
Nov 2021 - Oct 2022 		22.15%
35 out of 158
US Inflation Adjusted +4.83% +33.78%
Aug 2019 - Jul 2020 		-34.31%
Nov 2021 - Oct 2022 		28.48%
45 out of 158
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.40% +27.40%
Jan 2019 - Dec 2020 		-13.44%
Nov 2021 - Oct 2023 		17.12%
25 out of 146
US Inflation Adjusted +5.04% +25.14%
Jan 2019 - Dec 2020 		-18.34%
Oct 2020 - Sep 2022 		21.23%
31 out of 146
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.72% +20.61%
Jan 2019 - Dec 2021 		-6.84%
Oct 2020 - Sep 2023 		10.45%
14 out of 134
US Inflation Adjusted +5.15% +17.06%
Apr 2010 - Mar 2013 		-11.89%
Oct 2020 - Sep 2023 		14.93%
20 out of 134
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.92% +16.01%
Mar 2010 - Feb 2014 		-0.11%
Nov 2019 - Oct 2023 		0.82%
1 out of 122
US Inflation Adjusted +5.87% +13.69%
Mar 2010 - Feb 2014 		-4.48%
Nov 2019 - Oct 2023 		8.20%
10 out of 122
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.44% +14.47%
Mar 2010 - Feb 2015 		+3.07%
Nov 2017 - Oct 2022 		0.00%
0 out of 110
US Inflation Adjusted +5.24% +12.66%
Mar 2010 - Feb 2015 		-0.75%
Nov 2017 - Oct 2022 		1.82%
2 out of 110
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.51% +13.29%
Jan 2016 - Dec 2021 		+2.79%
Oct 2016 - Sep 2022 		0.00%
0 out of 98
US Inflation Adjusted +5.92% +10.93%
Aug 2010 - Jul 2016 		-0.68%
Oct 2016 - Sep 2022 		3.06%
3 out of 98
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.41% +12.16%
Sep 2013 - Aug 2020 		+3.29%
Oct 2016 - Sep 2023 		0.00%
0 out of 86
US Inflation Adjusted +5.48% +10.48%
Sep 2013 - Aug 2020 		-0.22%
Oct 2016 - Sep 2023 		1.16%
1 out of 86
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.72% +11.23%
Sep 2013 - Aug 2021 		+4.42%
Nov 2014 - Oct 2022 		0.00%
0 out of 74
US Inflation Adjusted +5.97% +9.09%
Sep 2013 - Aug 2021 		+1.36%
Mar 2015 - Feb 2023 		0.00%
0 out of 74
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.60% +10.29%
Sep 2010 - Aug 2019 		+4.58%
Nov 2014 - Oct 2023 		0.00%
0 out of 62
US Inflation Adjusted +6.54% +8.61%
Aug 2011 - Jul 2020 		+1.62%
Nov 2014 - Oct 2023 		0.00%
0 out of 62
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.20% +12.35%
Aug 2010 - Jul 2020 		+3.90%
Oct 2012 - Sep 2022 		0.00%
0 out of 50
US Inflation Adjusted +5.79% +10.43%
Aug 2010 - Jul 2020 		+1.34%
Oct 2012 - Sep 2022 		0.00%
0 out of 50
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.08% +11.64%
Aug 2010 - Jul 2021 		+4.12%
Oct 2012 - Sep 2023 		0.00%
0 out of 38
US Inflation Adjusted +3.39% +9.47%
Jun 2010 - May 2021 		+1.45%
Oct 2012 - Sep 2023 		0.00%
0 out of 38
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.66% +11.36%
Mar 2010 - Feb 2022 		+4.94%
Nov 2011 - Oct 2023 		0.00%
0 out of 26
US Inflation Adjusted +3.97% +8.88%
Mar 2010 - Feb 2022 		+2.31%
Nov 2011 - Oct 2023 		0.00%
0 out of 26
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.69% +8.83%
Apr 2010 - Mar 2023 		+6.22%
Nov 2010 - Oct 2023 		0.00%
0 out of 14
US Inflation Adjusted +4.93% +6.12%
Apr 2010 - Mar 2023 		+3.48%
Nov 2010 - Oct 2023 		0.00%
0 out of 14
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.67% +9.04%
Apr 2010 - Mar 2024 		+8.67%
Mar 2010 - Feb 2024 		0.00%
0 out of 2
US Inflation Adjusted +5.92% +6.25%
Apr 2010 - Mar 2024 		+5.92%
Mar 2010 - Feb 2024 		0.00%
0 out of 2
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Simplified Permanent Portfolio 2x Leveraged: ETF allocation and returns page.